《大行報告》摩通料匯控(00005.HK)涉英美官司調查等最壞情況若需賠13億美元 料佔今年稅前盈利逾3%影響有限
摩根大通發表報告表示,預計匯豐控股(00005.HK)於美國訴訟和英國汽車貸款調查的影響有限。
該行指,美裁判官拒駁回匯控招攬前矽銀員工遭索償的訴訟。其次,英國監管機構就可能存在的汽車金融不當行為展開調查。目前很難判斷兩件事件的結果,可能需要數年時間才能達成最終和解。根據該行計算,最壞情況下兩宗事件的潛在處罰和罰款總額將達到13億美元,約佔今年稅前盈利3.3%。
摩通指,鑒於未來12個月的現金股息和股票回購相當於匯控1月11日收市價16%的市值,認為近期股價疲軟是增持機會。此外,隨著監管機構批准出售加拿大匯豐計劃,認為股票回購有20億至30億美元的潛在上漲空間。
該行對匯控評級為「增持」,目標價83元。
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